CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$784K 0.1%
+10,541
177
$776K 0.1%
7,688
+41
178
$771K 0.1%
4,773
+461
179
$770K 0.09%
9,797
+1,366
180
$768K 0.09%
6,966
+439
181
$759K 0.09%
20,555
+10,060
182
$745K 0.09%
7,008
+600
183
$743K 0.09%
2,327
+1,416
184
$737K 0.09%
5,750
+325
185
$731K 0.09%
28,315
+13,365
186
$711K 0.09%
3,466
+792
187
$699K 0.09%
+21,850
188
$678K 0.08%
8,240
+5,040
189
$671K 0.08%
4,060
+577
190
$671K 0.08%
11,827
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191
$668K 0.08%
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192
$659K 0.08%
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193
$655K 0.08%
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194
$652K 0.08%
11,730
-1,289
195
$643K 0.08%
6,794
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196
$642K 0.08%
6,664
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197
$642K 0.08%
865
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198
$641K 0.08%
3,347
-250
199
$641K 0.08%
6,219
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200
$639K 0.08%
+12,705
6 7
8
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